Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Topical macro insights and investment commentary from Nuveen
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...
Despite renewed geopolitical tensions and higher energy prices, investors have remained remarkably resilient. With markets looking through near-term risks and focusing instead on resilient growth,...
Explore timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Rates rise as inflation data looms,...
Episode 39: In the latest episode of the Alternative Allocations podcast, Tony Davidow sat down with Benefit Street Partners’ Anant Kumar to discuss the commentary and speculation around private cr...
Our long-term returns are highly correlated with the Portfolio’s underlying earnings growth.
By thinking in years instead of months or quarters, noise macro uncertainty tends to fade.
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